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Sales Associate for BMO Investment Solutions

Hospitality Full Benefits Career Growth
Company

Bank of Montreal

Location

calgary, Canada

Posted

June 06, 2026

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About This Opportunity

Drive sales success with BMO as a Sales Associate in Investment Solutions, focusing on mutual funds and ETFs. This hybrid role emphasizes building relationships with investment advisors to promote financial products.

In this role, you'll engage directly with advisors and internal stakeholders, crafting solutions based on their needs and market insights. Your proactive approach will help acquire new business and support sales strategies in a competitive market, facilitating valuable partnerships.

Key Responsibilities:
• Drive sales through non-affiliated Advisory intermediaries
• Propose solutions tailored to investment advisors' needs
• Arrange conference calls and presentations to showcase strategies
• Maintain thorough communication with wholesalers and partners
• Develop and execute business plans to meet sales goals

Requirements:
• Completed Canadian Securities Course, CIM, or CFP strongly preferred
• ...